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← @qinbafrank

$VST

BULLISH2026-06-18
Price around the call
↑ 2026-06-18
By horizon✗ miss-0.7%
1d
✗ -1.5%
5d
✗ -2.5%
21d
✗ -0.7%
Original post
qinbafrank · 2026-06-18

电力板块的催化剂来了,美国联邦能源监管委员会(FERC)今天发布了一项历史性命令,要求全美六大区域输电组织(RTO)和独立系统运营商(ISO)在60天内要么证明其现行大负荷并网规则“公正合理”,要么提交改革方案。新规核心原则是:数据中心的电力接入速度必须与国家安全和经济竞争力挂钩。 简单说,美国政府为了解决AI数据中心“等电难”的问题,下了一道“死命令”:全国六大电网必须在60天内拿出新方案,给数据中心办电“开绿灯”。 但这“绿灯”不是白给的——数据中心得满足三个条件: 第一,自己得带点“干粮”(比如自建太阳能、储能或小型发电站,会被加速接入); 第二,电网紧张时要能“少吃点”(主动降低用电负荷); 第三,因为自己用电而升级电网的钱,得自己掏腰包,不能让普通老百姓分摊。 利好发电、储能板块。 $vst $tln $aeis $be $fcel

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